Matter Family Office
Multifamily wealth management and family office services for ultra-high-net-worth families across the United States
Highlights
- New on EvolcAdded 2026-11-13
About Matter Family Office
Matter is a fee-only multifamily office providing family operations, wealth planning, investment management, family learning, and project management services. Its work includes bill pay, accounting, tax coordination, financial reporting, investment decisions, and support for family transitions.
The firm serves ultra-high-net-worth individuals and families. It earns fees for advisory and family office services and does not sell products or receive commissions.
Katherine Lintz founded the business as KBL Financial in 1990; it adopted the Matter Family Office name in 2012. Matter is privately held and has offices or hiring locations in Denver, Clayton, St. Louis, New York City, San Francisco, Dallas, Seattle, and Raleigh. The firm merged with IWP in 2025 and reports a team of 90 members and partners serving over 140 core client families.
Product: Integrated family office services covering wealth planning, investment management, family operations, family learning, and project management.
Jobs at Matter Family Office
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